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US Tax Preparation
Form 5471, FBAR, FEIE reporting
Financial Planning
Tax consulting

Need help preparing and filing taxes for a small business operating as an LLC in Virginia. The work includes organizing records, preparing required filings, handling 1099-related matters, and assisting with any necessary extensions. Experience supporting small businesses with state and federal tax obligations is important. This is a part-time project for someone who can provide accurate, reliable support and communicate clearly throughout the process.

I am looking for a California-based Enrolled Agent (EA) or CPA with active MyFTB access to quickly resolve a simple administrative tax notice.

The Situation:
I am a Canadian resident who completed a software engineering internship in California. I received a 2025 Notice of Tax Return Change from the Franchise Tax Board (FTB).

The Issue:

The FTB adjusted my return due to unverified withholding (Code GC).

Their automated system failed to verify my withholding with the EDD, resulting in an incorrect balance due of $292.

I have my official W-2 proving that $2,143.14 was already withheld for CA state taxes.

The Task:

Set up the necessary authorization to represent me.

Submit my W-2 directly to the FTB through your MyFTB tax professional portal to bypass the automated error.

Ensure the balance is cleared and my account is corrected.

This should be a very straightforward task for a professional already established with the FTB. I have clean PDF scans of the FTB notice and my W-2 ready to hand over immediately.

We are the owners of a foreign-owned US Delaware C-Corporation (Bahamian citizens). Two engagements:

ITIN status check: Our Form W-7 applications (with certified copies of passports) were mailed to the IRS around late February 2026 for two applicants. It has been 6+ months with no correspondence. We need you to contact the IRS on our behalf (using authorization via Form 8821 or 2848 as appropriate) and determine the exact status of both applications — processed, rejected, or lost. If a refile is needed, quote it as a separate fixed price (CAA passport verification preferred so we don't mail originals again).

Extension verification: A Form 7004 extension was submitted for the corporation's first Form 1120 filing. Confirm whether it was accepted by the IRS, and if not, advise the fix and timeline before the extended deadline.

Deliverables:

Written status report on both W-7 applications
Confirmation (or correction path) for the 7004 extension
Optional: fixed-price quote for W-7 refiling if required
What we're looking for:

IRS Certified Acceptance Agent (CAA) or Enrolled Agent preferred
Experience with foreign/non-resident applicants
Clear communication across time zones (Bahamas, ET)
Fixed-price quotes preferred over hourly
Please include in your proposal: your license type (CAA/EA/CPA), flat fee, and typical timeline.

I need an Indian Chartered Accountant to file the Tax Audit for FY 2025-26 for a small sole proprietorship firm. The business has B2B purchases and B2C sales, with accounting primarily done in Tally Software. The work includes reviewing the financial records, preparing the audit report, and ensuring compliance with applicable tax requirements. Experience handling similar small business audits is important.

I need a licensed CPA to file my taxes. The ideal candidate should have experience working with subsidiary structures and NetSuite. This role involves preparing and submitting tax documents accurately and on time, ensuring compliance with relevant regulations, and providing clear guidance throughout the process. Please apply if you have a strong background in tax filing and can handle complex financial structures.

I need an experienced tax professional to take my nonprofit organization through a full Form 990 filing for the most recent fiscal year. All bookkeeping is NOT in QuickBooks, and I can supply financial statements, board information, and prior-year returns as soon as we start. Your task is to prepare every required part of the standard Form 990—not the EZ or N versions—including any schedules that apply to a typical public charity.

When the work is done I expect a ready-to-file PDF of the form and schedules, plus the e-fileable XML if you have that capability. A short hand-off call to walk me through key numbers and confirm we are compliance-ready will round things out. Accuracy, adherence to IRS instructions, and a quick turnaround are essential.

Skills: Data Entry, Accounting, Excel, Intuit QuickBooks, Tax, Financial Analysis, Tax Compliance, Tax Preparation

I am seeking a CPA for tax services for a small business.

Seeking a CPA or Enrolled Agent to prepare and file Form 990EZ for 2025 and 2026, and file articles of dissolution with the state of Hawaii for a small non-profit with less than $100,000 in revenue. The work includes accurate tax preparation, timely filing, and handling the dissolution process for a small entity. The books are properly reconciled on Quickbook Online.
Please provide us with an estimate PDF for board review.

I need assistance with filing the final tax return and closing the business with state authorities for my C corporation.

Key requirements include:
- Filing final tax return
- Closing business with state authorities
- Distributing assets and liabilities

Ideal skills and experience:
- Expertise in federal and state tax returns
- Experience with C corporation closures
- Knowledge of state and federal regulations

Skills: Accounting, Tax Law, Tax Compliance, Tax Accounting, Tax Preparation, Business Consulting

About Lyvida

Lyvida Ltd is a UK-registered early-stage company building a digital learning and community platform across wellness, beauty and fashion. The platform combines professionally produced masterclasses with LyvdCircle, our community and member-engagement ecosystem.

We are preparing to launch and sell digital memberships across the UK, USA and EU. Our initial membership model is approximately $29.99 annually for the first 999 founding members, with pricing expected to increase as the platform, content library and member base grow.

The first and second years may develop gradually while we validate demand, improve retention and establish product-market fit. We therefore need financial systems that are lean and proportionate today but capable of supporting international growth, investment and due diligence later.

We also have VALEVI, an adjacent premium mineral-hydration concept currently at prototype and demand-testing stage. It is not yet commercially launched or authorised for sale, so it is not a major part of the immediate accounting workload, but its future financial and compliance structure may eventually need consideration. (Not yet though)

The role

We are looking for a highly reliable fractional Accountant, Tax and Compliance Lead who can take ownership of Lyvida’s financial foundations and provide the founder with clear, practical direction.

The ideal person will understand UK accounting and taxation while having genuine experience with SaaS or digital-subscription companies selling internationally. You should understand—or be able to coordinate specialists covering—EU VAT/OSS and US sales-tax nexus, registrations and filing obligations.

We do not expect one person to hold every professional qualification across the UK, USA and EU. However, we need one accountable finance lead who can identify what is required, prevent unnecessary registrations or costs, coordinate appropriate local specialists and ensure that nothing important is overlooked.

Initial deliverables

During the first 30–60 days, we would like you to:

* Review Lyvida’s current company, accounting, banking and financial position.
* Identify any accounting, tax or compliance gaps.
* Establish or improve the chart of accounts, bookkeeping processes and financial controls.
* Create a clear UK, US and EU tax and compliance obligations matrix.
* Build a compliance calendar showing deadlines, responsibilities and required filings.
* Recommend the appropriate treatment of international digital-membership revenue.
* Assess UK VAT, EU VAT/OSS and potential US sales-tax nexus requirements.
* Set up a practical system for recording revenue from subscriptions, trials, refunds, gift passes and payment-processing fees.
* Prepare a realistic 24-month financial forecast with conservative, base and growth scenarios.
* Create an investor-ready monthly reporting and financial data-room structure.
* Explain all priorities, risks and recommendations clearly to the founder.

Ongoing monthly responsibilities

The monthly scope is expected to include:

* Bookkeeping oversight and bank reconciliations.
* Revenue, expense, invoice and payment-processor reconciliation.
* Monthly management accounts, including profit and loss, balance sheet and cash flow.
* Cash-flow forecasting, runway monitoring and budget-versus-actual reporting.
* Tax estimates, VAT oversight and compliance monitoring.
* Companies House and HMRC compliance support.
* Coordination of US and EU accountants or tax specialists when legally required.
* Payroll and contractor-payment support when applicable.
* Monitoring of subscription revenue, refunds and deferred revenue.
* A concise monthly founder report explaining performance, risks, upcoming obligations and recommended actions.
* Maintaining organised, accurate and investor-ready financial records.

As data becomes available, we would also like support with key SaaS and investor metrics, including:

* MRR and ARR.
* Customer acquisition cost.
* Lifetime value.
* Conversion and retention.
* Churn.
* Average revenue per user.
* Gross margin.
* Burn rate and runway.
* Revenue forecasts and fundraising scenarios.

Investor readiness

Even if growth is measured during the first two years, our financial records and documents must always be clear, credible and ready for investor review.

You should be able to help us produce:

* A robust financial model.
* Monthly investor or board-level financial summaries.
* Revenue and cost assumptions that can be defended.
* Use-of-funds projections.
* Fundraising and dilution scenarios.
* Clean historical accounts and supporting documentation.
* A well-organised financial data room for future due diligence.

We are not looking for inflated forecasts. We value realistic assumptions, accurate records and transparent reporting that allow investors to understand both Lyvida’s potential and its present stage.

Experience required

We would prefer someone with:

* ACA, ACCA, CIMA, CPA or an equivalent recognised qualification.
* Strong UK accounting, corporation-tax and VAT knowledge.
* Experience with SaaS, subscriptions, digital content or online communities.
* Practical knowledge of EU VAT/OSS and US sales-tax nexus.
* Experience supporting early-stage or venture-backed businesses.
* Experience creating financial models and investor-ready reporting.
* Proficiency with Stripe, Shopify or similar platforms.
* Strong written and verbal communication.
* Verifiable references and professional indemnity insurance.
* Secure and responsible handling of confidential financial information.

How we work

You will initially work directly with Lyvida’s founder and coordinate with relevant members of our technology, marketing and external advisory teams.

We value someone who:

* Communicates clearly without unnecessary financial jargon.
* Is proactive about deadlines, risks and missing information.
* Challenges unrealistic assumptions constructively.
* Understands the financial limitations of a lean startup.
* Does not create unnecessary complexity or compliance costs.
* Can provide practical solutions rather than simply identifying problems.
* Is committed, dependable and interested in understanding the business over time.

We expect a structured monthly meeting, supported by a concise written report and a clear list of actions, deadlines and responsibilities.

Commercial arrangement and future opportunity

We are looking for a sensible fixed monthly startup retainer, with a clearly defined scope and transparent pricing for any additional annual filings, specialist tax advice or project work.

Please propose a lean fee suitable for the company’s current stage, together with pricing tiers showing how your support and fees would change as revenue, transaction volume, employees and international obligations increase.

For the right person, this can become a long-term relationship. Someone who demonstrates strong judgment, commitment, strategic ability and trustworthiness may have the opportunity to take on broader finance leadership and potentially develop into Lyvida’s fractional or future CFO as the company grows and prepares for investment. This progression would be based on performance, business needs and mutual alignment.

When applying, please include

* Your relevant qualifications and location.
* Examples of SaaS or subscription businesses you have supported.
* Your experience across the UK, USA and EU.
* Your proposed monthly retainer and exactly what it includes.
* Any services or filings that would be charged separately.
* How you would approach Lyvida’s first 30–60 days.
* An example of an investor or management reporting pack you have created, with confidential information removed.
* Two relevant client references where possible.
* Confirmation of your professional insurance.
* Whether you personally complete international filings or coordinate vetted local specialists.

Please begin your application with the words **“Lyvida Finance”** so we know you have read the complete brief.

I need assistance with clearing old transactions from reconciliation in QuickBooks.

Requirements:
- Clear less than 100 transactions
- Work across multiple accounts

Ideal skills and experience:
- Proficiency in QuickBooks
- Experience with reconciliation processes
- Attention to detail and accuracy

Skills: Data Entry, Accounting, Intuit QuickBooks, MYOB, Financial Analysis, Bookkeeping, Tax Preparation, Financial Consulting

About the Role

Soho Tax Group is a tax preparation service bureau that helps individuals become their own boss in tax prep — whether fully virtual or through a brick-and-mortar office. We're building out our partner support systems and content presence ahead of our next recruiting push, and we're looking for an organized, detail-oriented Virtual Assistant to help us get everything ready — so we can respond quickly and smoothly once partner inquiries start coming in, and so our content is consistently reaching the right audience in the meantime.

This role starts with prep, content, and setup work at low hours, with responsibilities and hours expected to grow as partner inquiries ramp up and we enter the new tax season.

Responsibilities (Phase 1 — Prep, Content & Setup, Starting Now)
Help finalize our Partner Onboarding Checklist & FAQ doc — filling gaps, formatting, keeping it current
Build and maintain a partner lead-tracking spreadsheet or lightweight system
Assist with organizing onboarding materials/templates (agreements, welcome packet, etc.)
Schedule and post social media content promoting Soho Tax Group partnership opportunities, following provided content calendar/direction
Repurpose and format long-form content into platform-ready posts (captions, hashtags, basic graphics as needed)
Monitor comments/DMs on promotional content and route serious inquiries appropriately
Track basic content performance (likes, shares, inquiries generated) to report back
Learn TaxSlayer Pro Online and our onboarding process so you're ready to support live partners

Responsibilities (Phase 2 — Live Support, Once Inquiries Begin)
Respond to inbound partner inquiries within 24 hours using provided scripts/templates
Ask qualifying questions to understand a prospect's goals (virtual vs. brick-and-mortar, experience level, timeline)
Guide committed partners through the onboarding checklist: agreements, TaxSlayer Pro Online setup, bank product enrollment
Maintain an accurate partner tracking log (status, start date, model type)
Answer routine partner FAQ questions using our support doc
Escalate pricing, contract, or tax-technical questions to the owner promptly
Send onboarding follow-ups to catch early issues after a partner goes live

What You'll Use

Email / inbox management
TaxSlayer Pro Online (training provided)
Google Workspace (Docs, Sheets, Calendar)
Social media platforms (Instagram, TikTok, Facebook — confirm which apply)
[Scheduling tool, e.g. Later/Buffer/Meta Business Suite — to be finalized]
[CRM/tracking tool — to be finalized]

Ideal Candidate
Strong written communication — friendly, clear, professional
Comfortable following structured processes and checklists
Detail-oriented; won't let a lead or onboarding step fall through the cracks
Comfortable scheduling/posting social content and engaging with comments professionally
Prior experience in customer support, onboarding, social media management, or admin coordination a plus
Tax industry experience is a bonus, not required — training will be provided

Hours & Structure
5–15 hours/week to start (prep phase), with hours expected to increase as partner inquiries begin — likely ahead of our upcoming recruiting push
Pay: TBD -- hourly, reflecting the current prep-focused scope — open to revisiting once the role expands into live partner support
Fully remote/virtual
Flexible schedule during prep phase; more regular availability expected once live support begins

How We'll Onboard You
You'll be trained using our Partner Onboarding Checklist & FAQ doc, with a trial period to start (typically 2 weeks) and a weekly check-in to review workload and answer questions.

**Fixed price · One written deliverable · US CPA or EA required**

## What this is

I run a small software product that prepares IRS filings for foreign-owned
single-member LLCs (disregarded entities). It collects information from the
owner, then generates the completed forms as PDFs.

I need a CPA who works with this exact filer profile to check that what the
software produces is correct, and to tell me where the logic behind it is wrong
or incomplete.

This is a review engagement. You are not preparing or signing returns, and you
are not being asked to take on any filing responsibility.

## How you will review it

I will give you access to a private, password-protected testing site. You enter
any fact pattern you want and it generates the resulting PDFs immediately. Every
page is watermarked and the system cannot transmit anything — no e-file, no fax,
no mail. Nothing you enter belongs to a real taxpayer.

So you can test freely: normal filings, first-year and final-year returns,
zero-activity years, large capital contributions, whatever fact patterns you
think will break it.

## Scope

**1. Form accuracy**

- **Form 5472** — foreign-owned DE filings. Correct boxes checked for 50%
foreign ownership and foreign-owned DE status; Part II related-party
reporting; treatment of a foreign owner with no US TIN; reportable
transactions and how they are disclosed; which parts should be left blank for
a micro-LLC that is not subject to BEAT.
- **Pro-forma Form 1120** — whether the pro-forma is completed the way the IRS
expects as a cover for the 5472, and whether the header, tax period, and
signature block are right.
- **Form 7004** — extension requests: correct form code, tax period, and the
initial/final return indicators.
- **Reasonable Cause statement** — the penalty relief attachment used on late
filings, and whether its content and placement are defensible.

**Tax years 2017 through 2025.** The IRS changed the Form 1120 layout several
times across that range and the software maps fields per year, so each year
needs its own look. Late filings routinely produce older years, which is exactly
where I expect problems.

**2. Business logic**

Beyond whether the boxes are filled correctly, I want your read on the reasoning
behind them:

- Are the right questions being asked of the owner, and are any missing?
- Short tax years, first-year and final-year returns, changes of accounting
period — are these handled correctly, or handled at all?
- Which transactions should trigger a reportable-transaction disclosure, and is
the current trigger too narrow or too broad?
- Where does the software make an assumption on the filer's behalf that it has
no business making?
- Fact patterns where this filing approach is simply wrong for the taxpayer and
the software should say so instead of generating a form.

## Deliverable

One written report containing:

1. Every error found, with the form, line, and tax year, and what the correct
treatment is.
2. Findings ranked by consequence: what would trigger an IRS notice or penalty,
versus what is cosmetic.
3. Gaps in the questions asked of the filer, and what should be added.
4. Fact patterns the software should refuse to handle.

Plain prose is fine. I care about substance, not formatting.

## Required

- Active US CPA or Enrolled Agent license — I will ask for the license number.
- Direct, recent experience with Form 5472 for foreign-owned disregarded
entities. This is a narrow area and general corporate tax experience is not a
substitute.
- Familiarity with pre-2020 Form 1120 revisions, since the review covers 2017
onward.

## Nice to have

- Experience with late-filed 5472s and §6038A penalty abatement.
- You have worked with non-resident LLC owners as clients and know where they
typically get it wrong.

## To apply

Skip the general pitch. Tell me:

1. Roughly how many Forms 5472 you have prepared or reviewed for foreign-owned
DEs, and in what setting.
2. One specific mistake you see people make on these filings.
3. Your fixed price for the scope above, and your turnaround time.

Applications that do not answer those three will not get a reply.

## Terms

Fixed price, paid on delivery of the report. If the review uncovers enough to
justify it, I would rather bring you back for follow-up work than treat this as
one-off — but this contract is for the report only.

Happy to sign an NDA.

I need to set up an EDD Employer Account (for California) so I can setup payroll taxes in QBO

But it keeps giving me an error when I try to do it online and I'm sick of dealing with it

Should be a fast/easy job for someone who isn't me lol

TO APPLY:

Put "EDD" as the first few letters of your submission

Let me know if you've had experience creating these accounts before

Let me know how long you expect it to take

And let me know what you need from me in order to get it set up

Thanks!

I need a UK international tax specialist to advise on my Statutory Residence Test position, UK day/workday limits, split-year treatment and the tax implications of working between the UK and Guyana on an offshore rotational basis. I have overseas employment income as well as income through my UK limited company.

I am looking for a clear assessment of my current and future UK tax position, including the UK–Guyana double-taxation implications, and practical advice on how to manage my UK days, workdays and company income while remaining fully tax compliant. Ideally, I would like advice on different scenarios, including remaining non-UK resident versus becoming UK resident again.

I need a seasoned U.S. CPA firm that can step in immediately, treat my file as top-priority, and finish a full set of consolidated corporate returns on a very tight clock.

Who we are
• An LLC that owns several disregarded entities and files on a consolidated basis.
• We have 2–3 open years that must be closed out quickly.

Scope of work
Your engagement covers federal Consolidated Form 1120, all related state returns, and the full GILTI / foreign tax credit (FTC) package for each year. Experience with multi-state apportionment, Schedule UTP, Form 8992, 8993, 1118 (or 1116 if applicable), and the nuances of disregarded entities inside a consolidated group is essential.

Deliverables (all years)
1. Completed, review-ready Consolidated Form 1120 with supporting schedules.
2. State income/franchise returns for every filing jurisdiction.
3. GILTI and FTC calculations, worksheets, and forms.
4. Workpapers in Excel or comparable software, clearly cross-referenced.
5. A short hand-off call to walk through assumptions, risks, and next steps.

Acceptance criteria
• Returns pass your firm’s quality control and are e-file-ready.
• All consolidating and elimination entries tie back to trial balances.
• GILTI inclusion and FTC computation reconcile to the international trial balance.
• Any open issues or elections are flagged with clear recommendations.

Deadline
Our statutory due dates are looming, so I will award quickly and expect the first draft package shortly after kickoff. Only bid if your team can give this immediate, uninterrupted attention.

Please outline your consolidated-return experience, preferred software, and typical turnaround time in your proposal.

Skills: Finance, Tax, Tax Law, Tax Compliance, Tax Management Consulting, Tax Preparation, CPA Services

📣 WE’RE HIRING: U.S. TAX PREPARER
💻 Remote | Seasonal | November–March
💵 starting @ $8 USD/hour + Performance Incentives

Tax season is coming, and Avenue Tax Service is growing our seasonal team!

We’re a U.S. tax firm that has been helping clients since 2009. We’re looking for an experienced U.S. Tax Preparer who takes accuracy seriously, communicates well, and can stay organized when tax season gets busy.

This is a fast-paced role with real deadlines. We don’t expect you to know everything but we do expect you to double-check your work, ask questions when something isn’t clear, and never guess when it comes to a client’s tax return.

📋 What You’ll Do
• Prepare and review U.S. individual tax returns, including Form 1040 and Schedule C
• Review W-2s, 1099s, and other client documents for accuracy and missing information
• Contact clients by phone, text, and email when additional information is needed
• Explain questions and requests to clients in simple, easy-to-understand language
• Keep client files, notes, and information accurate and up to date
• Catch errors or missing details before the return moves forward
• Speak up and ask questions when something doesn’t look right

✅ What We’re Looking For
• 2+ years of experience preparing U.S. individual tax returns
• Comfortable using professional tax preparation software
• Drake Tax experience is a big plus
• Clear and easy-to-understand English—you’ll communicate with U.S. clients regularly
• Strong attention to detail and accuracy
• Good judgment and common sense—you verify instead of guessing
• Organized and dependable, especially during busy periods
• High level of honesty and confidentiality—you’ll work with sensitive information
• Reliable internet and a quiet, professional work setup
• Able to fully commit to our November–March tax season

🕘 Schedule
November through March
Core hours: 9:00 AM–6:00 PM U.S. Central Time

Tax season can get busy, and some peak weeks may require additional hours. We’re looking for someone who understands the demands of the season and can reliably be there when the team needs them.

💵 Pay & Position
Pay: starting @ $8 USD/hour depending on experience
Bonus: Performance incentives based on accuracy and productivity

Type: Remote, Seasonal Independent Contractor
Strong performers may have the opportunity to continue working after Tax Season.

Interested in joining our team? We’d love to learn more about you!
To get started, please click the link below and complete our short prescreening.

👉 Start your prescreening here: (link removed)
🎥 A quick heads-up: Most questions will require a video response, so please be camera-ready and presentable.

There’s no need to be overly formal, just be yourself, speak clearly, and answer each question thoughtfully. Please take your time and make sure you complete all the required questions.

We look forward to learning more about you and potentially welcoming you to our team!

We are looking for an experienced remote bookkeeper to become a long-term part of our team as we continue to grow.

Our business currently operates as a low-volume, high-value eCommerce company specializing in professional equipment sales and rentals, primarily currently with Big Commerce, as we explore a transition to Woocommerce (or possible other) ecommerce and POS solutions. Within the next year, we anticipate expanding into a brick-and-mortar retail operation in the Southwest US, so we’re looking for someone who can help us build efficient accounting systems that will scale with our business.

We have already moved away from traditional desktop bookkeeping and into cloud based QBO solution but have a few "gripes" and would like to find someone that might have experience with Xero or a better solution than QBO.
1. Cost. I find pricing of QBO to be completely out of line. We only use it for bookkeeping, not invoicing or merchant processing. Its also limited in number of users we can use.
2. I have other small businesses that need bookkeeping as well, one is a holding company, another is small kiosk business, those have very basic needs and would like a single application to switch between but under a single application that is affordable and effective.

We welcome applicants who embrace automation, AI-assisted workflows, and digital business processes.

What You’ll Do

* Maintain accurate books using cloud-based accounting software
* Reconcile bank, credit card, and payment processor accounts
* Record sales, expenses, and journal entries
* Manage Accounts Payable and Accounts Receivable
* Assist with payroll and payroll reporting
* Prepare monthly financial statements and management reports
* Ensure accounts are reconciled and ready for tax preparation
* Help establish accounting procedures that will support future retail operations
* Recommend workflow improvements and automation opportunities
* Work closely with ownership to improve financial visibility and reporting

Ideal Qualifications

* 5+ years of bookkeeping experience
* Strong understanding of accounting principles
* Extensive experience with cloud accounting platforms such as QuickBooks Online, Xero, Patriot Software, or similar
* Experience integrating accounting software with eCommerce platforms (such as WooCommerce or similar) and payment processors
* Familiarity with inventory accounting is preferred
* Comfortable using AI-powered bookkeeping tools and automation software
* Highly organized with exceptional attention to detail
* Excellent written and verbal communication
* Ability to work independently while providing proactive recommendations

Nice to Have

Experience with one or more of the following:

* WooCommerce or similar eCommerce platforms
* Stripe
* Traditional banking and Fintec financial institutions
* Bank account reconciliations
* Sales tax reporting
* Familiarity with VTiger CRM is preferred (or similar cloud CRM)
* Inventory management (Quotes, Invoicing and Inventory in VTiger)
* Multi-entity bookkeeping

Position Details

* Remote position
* Estimated as less than 10 hours per week initially
* Flexible schedule
* Opportunity for increased hours as the company expands
* Long-term relationship preferred

Who We’re Looking For

We aren’t simply looking for someone to enter transactions. We’re looking for someone who enjoys building efficient financial systems, identifying opportunities for automation, and helping a growing business establish a strong accounting foundation for the future.

If you’re the type of bookkeeper who enjoys leveraging technology to reduce manual work while improving financial accuracy, we’d love to hear from you.

When You Apply

Please include:

* A brief introduction
* Your bookkeeping experience
* The cloud accounting platforms you’ve used
* Any AI or automation tools you regularly work with
* Your weekly availability
* Two professional references, if available

* Your hourly rate (OPEN TO RATE ADJUSTMENT DEPENDING on ABILITY)

To confirm you’ve read this posting carefully, please begin your proposal with the words “Cloud Ledger.”

I am looking for an experienced CPA, EA, or senior tax professional to help me review, strategize, prepare, and file my 2025 individual tax returns. My 2025 return is currently on extension.

This is not a basic tax preparation project. I am looking for someone who can first review the entire tax situation, identify legitimate opportunities to reduce my tax liability, make sure transactions are characterized correctly, and then complete the federal and state filings.

One of the more important items involves a significant real estate transaction from 2025. There was a substantial economic loss associated with the property, and I want an experienced professional to review the facts, basis, improvements, use of the property, transaction history, and supporting documentation to determine the proper tax treatment.

I am specifically looking for someone who understands the differences between personal-use property, investment property, business property, capital transactions, deductible losses, basis adjustments, and other tax treatments that could materially impact the return.

We are seeking a CPA to review a Chart of Accounts recently established by our bookkeeper in QuickBooks Online.

The objective is to confirm that the Chart of Accounts is properly structured to support financial reporting in accordance with Generally Accepted Accounting Principles (GAAP) while keeping the accounting structure practical, streamlined, and easy to maintain.

Scope

The CPA will:

Review the existing QuickBooks Online Chart of Accounts established by our bookkeeper.
Evaluate the classification of assets, liabilities, equity, revenue, and expenses.
Confirm that the structure appropriately supports GAAP financial reporting, including preparation of the Balance Sheet and Income Statement.
Identify accounts that should be added, removed, renamed, consolidated, or reclassified.
Recommend appropriate QuickBooks account types and classifications.
Avoid unnecessary complexity, excessive subaccounts, or overly detailed expense classifications.
Meet with management to discuss the recommendations and answer questions.
After discussion and approval, implement the agreed-upon changes directly in QuickBooks Online.
Deliverable & Timeline

The engagement should result in a finalized and properly structured Chart of Accounts in QuickBooks Online, incorporating the CPA’s approved recommendations.

The initial review, recommendations, discussion, and implementation should be completed within 2 days of receiving access.

This is a focused Chart of Accounts engagement. We are not seeking ongoing bookkeeping, tax preparation, an audit, or a financial statement review as part of this project.

Qualifications

Applicants must be a CPA in good standing and properly licensed in a U.S. jurisdiction. CPAs licensed in any U.S. jurisdiction may be considered.

Experience with QuickBooks Online, GAAP financial reporting, and Chart of Accounts design is required.

We're setting up a new US entity structure for a foreign-owned (Netherlands-based) company and need a quick consultation from a US tax advisor before we finalize entity types and states of formation.

The proposed structure includes four new entities:

A Delaware holding company (100% owned by a Dutch B.V.)
A Delaware operating company underneath it (handling US invoicing, collections, and vendor payments)
A Delaware LLC that exists solely to hold a 50% stake in a joint venture
A Tennessee LLC that is the actual joint venture (50/50 with an outside US partner), with production operations based in Arizona

What we need:

A review of whether each entity should be a C-Corp or an LLC, factoring in the foreign ownership chain (S-Corp election isn't available given the Dutch parent)
Guidance on state of formation/qualification given multi-state operations (Delaware entities, Tennessee JV, Arizona production)
A high-level view of how each choice affects: double taxation exposure, US-Netherlands tax treaty treatment of dividends flowing to the Dutch parent, Form 5472 filing obligations, and ongoing compliance burden
A short written recommendation we can bring back to leadership — doesn't need to be exhaustive, just enough to make an informed decision quickly

Ideal candidate:

CPA or tax attorney with experience in foreign-owned US entity structuring (inbound international tax)
Familiarity with Delaware and multi-state corporate/LLC formation
Available for a call today/tomorrow — we're trying to close this out quickly and start incorporations

Scope: One-time consultation, likely 1-3 hours of work. Open to ongoing engagement afterward if it's a good fit for future filings.

Please include relevant experience with foreign-owned US structures in your proposal.

Hi. We're needing someone to help us expidite our 1065 Tax Form.

Our other Tax filer went through a medical emergency and I'm not able to reach him.

I'm looking for a trusted partner we can rely on that is an expert with partnership returns.

P.S. we also have some bitcoin transactions and we're not sure how to document that.

Looking for an accountant based in Bulgaria, preferably in Sofia, to provide tax consultation for personal tax matters. The role includes advising on tax obligations, helping with tax declarations, and supporting the reporting of investments made as a physical person on platforms like Degiro for ETFs and similar assets. Experience with personal tax issues and investment-related tax reporting is important. This is a part-time engagement for someone who can offer clear guidance and practical support for individual tax needs.

This include support in registration to tax office in Sofia where I'm resident.

I’m looking for a reliable US CPA or Enrolled Agent for ongoing compliance for a foreign-owned Wyoming single-member LLC.

Main requirements:

Form 5472 and Pro Forma Form 1120 experience.
Experience with non-US owners and international service providers.
Ability to review prior filings and handle future annual compliance.
Familiarity with Wise, Stripe, W-8BEN/W-9 forms, and basic crypto payment documentation is a plus.

Please apply only if you have handled similar foreign-owned LLC cases before.

In your proposal, please include:

Your CPA license or Enrolled Agent status.
Relevant experience with Form 5472 / foreign-owned LLCs.
Your fixed annual price for a straightforward, well-organized company.
Separate pricing for IRS notice support and any additional filings.
Whether you can start with a paid review of the prior-year filing.

I’m looking for a long-term accountant, starting with a small paid review and clear scope.

LLC Setup, Promissory Note & Fixed Asset Accounting

Member loan setup, Applicable Federal Rate (AFR) amortization tracking, and principal vs. interest allocation.

Equipment fixed asset rollforward schedule and depreciation strategy (Section 179 vs. Bonus Depreciation vs. MACRS).

Child Payroll Administration

Setup and W-2 management for minor children performing bona fide work.

FICA/FUTA exemption application for parent-owned entities.

Fair market wage benchmarking and time-log documentation guidance under IRC §162.

Spousal Material Participation (IRC §469)

Operational time-log templates and quarterly review for your wife's hours (500-hour or 100-hour tests).

Active non-passive loss classification to ensure equipment depreciation can offset external K-1 consulting income.

Advanced Tax Strategies & Home-Based Provisions

Augusta Rule (IRC §280A(g)): Setup of 14-day tax-free home rental with required audit defense package (lease agreements, meeting minutes, agendas, attendee logs, and FMV venue comparables).

Home Office & Utility Allocation (IRC §280A): Calculation of workspace depreciation, utilities, and maintenance.

Vehicle & Travel: Mileage and actual expense tracking for equipment delivery and operations.

Multi-State Tax Strategy & Compliance

Integration of incoming Schedule K-1 consulting partnership income.

Multi-state reporting across standard state returns plus specific non-resident/resident filings for California (Form 568 / 540NR) and New York (Form IT-203 / PTET).

Adjusted quarterly estimated tax calculations.

Review attached file for detailed scope and quote requirements. If you have a provision then provide separate rates for book keeping and tax services.

Looking for a Chartered Accountant for Monthly Bookkeeping & GST Filing

Hi, I run a small e-commerce business and I'm currently handling my accounts manually, which is becoming difficult to manage. I'm looking for a qualified Chartered Accountant or experienced accounting professional to help with the following on an ongoing monthly basis:

- Maintain books of accounts (sales, purchases, expenses)
- File monthly/quarterly GST returns
- Reconcile bank statements
- Prepare basic monthly financial summaries (P&L, cash position)
- Advise on tax-saving opportunities as the business grows

Requirements
- Experience working with small businesses or e-commerce clients preferred
- Familiarity with Tally, Zoho Books, or QuickBooks
- Should be responsive and able to explain financial reports in simple terms
- Must ensure timely GST/compliance filings — no missed deadlines

Budget - Open to discussing monthly retainer based on experience (please share your rate)

Duration - Ongoing, starting immediately

Additional Info- Business turnover is currently moderate but growing — looking for someone who can scale support as the business expands.

Skills: Accounting, Finance, Zoho, Financial Analysis, Bookkeeping, Financial Planning, Tally Definition Language, Tax Compliance, Tax Preparation

I am looking for ongoing long-term collaboration.

Typical work:
- Consolidate different statements so I can file income tax returns
- Prepare monthly/annual reports and bookkeeping
- International taxation research
- More work if you are good

Skills required:
- At least 5 years of work experience
- Professional accounting qualification in your country
- Proven Upwork experience as professional accountant (not just bookkeeper)
- Strong experience in Google Sheet formulas
- Optional: Experience with Google App Script
- Strict adherence to timelines and someone who is always on top of things and takes the initiative without me having to ask them

Note:
- Delegating to junior accountants under you is not allowed.

- You are welcome to bill as many hours as you need to finish work and double-check your work. But if there are mistakes in it (for example, wrong calculations, missing data), I will immediately end the contract. This is non-negotiable.


A copy-pasted cover letter is okay, but no AI cover letter, please.

Title: Florida CPA Needed for AHCA Non-Physician-Owned Medical Clinic Financial Documentation

We are looking for an experienced Florida-licensed CPA who has specific experience preparing or reviewing the financial documentation required for a Florida non-physician-owned health care clinic application with AHCA (Agency for Health Care Administration).

The clinic will be physician-supervised/operated but is being established under a non-physician ownership structure, and we need a CPA who understands the financial requirements associated with the AHCA application.

We need someone who can:

- Review the AHCA financial requirements applicable to a non-physician-owned clinic
- Identify exactly which financial statements, CPA letters, attestations, balance sheets, income statements, financial projections, or other documentation are required
- Prepare or assist in preparing the required financial documents in the format AHCA expects
- Ensure the financial documentation is consistent with the clinic's ownership and organizational structure
- Review the completed application package for financial/compliance issues before submission
- Communicate directly with us regarding any deficiencies or additional financial documentation AHCA may require

Required Experience

Florida CPA license is strongly preferred.

You should have demonstrated experience with one or more of the following:

- Florida AHCA Health Care Clinic applications
- Non-physician-owned medical clinics
- Health care clinic licensure/exemption applications
- Florida health care regulatory financial requirements
- Preparing CPA financial statements or attestations for AHCA
- Medical practice/clinic formation and regulatory compliance

This is NOT a general bookkeeping or tax-preparation project.

We specifically need someone who understands the financial documentation required by Florida AHCA for a non-physician-owned health care clinic.

When applying, please provide:

1. Your Florida CPA license status
2. Your experience with Florida AHCA clinic applications
3. Whether you have worked with non-physician-owned clinics
4. A brief description of the financial documents you have prepared for AHCA applications
5. Your hourly rate or fixed-fee proposal
6. Your estimated turnaround time

Please do not apply if your experience is limited to general medical-practice accounting without AHCA clinic application experience.

We are looking to hire someone who can help us get the financial portion of the application correct the first time and avoid delays or deficiencies from AHCA.

I need a signed 2026 year-to-date profit and loss statement and balance sheet for Adept Operations Group LLC to secure a mortgage.

Requirements:
- Profit and loss statement in PDF format
- Balance sheet with summary and key notes
- Prepared using cash basis accounting

Ideal Skills and Experience:
- Proficiency in accounting and financial statements
- Experience with cash basis accounting
- Attention to detail and accuracy
- Ability to deliver professional, signed documents in PDF format

Skills: Accounting, Finance, Intuit QuickBooks, Financial Analysis, Bookkeeping, Financial Planning, Tax Preparation, Financial Consulting

I need an experienced accountant or bookkeeper to go through a full year of activity that currently lives only in raw statements—no QuickBooks or Xero files to pull from. I will hand over PDF bank statements plus last year’s financial statements and a custom list of income-and-expense categories I’d like you to follow.

Your assignment is to:

• Reconcile every transaction across the 12-month period, flagging any discrepancies
• Apply my provided categories accurately and note anything that doesn’t fit
• Spot calculation errors or missing items and highlight them clearly
• Produce an easy-to-read summary (tables or charts welcome) that shows totals by category and month, along with a brief narrative of key findings

When you reply, let me know:

• Relevant experience with statement-only clean-ups or similar audits
• Your fee for the entire job
• How soon you can turn the work around once you have all documents

I’m aiming for a one-time engagement that delivers a rock-solid, comprehensible report I can hand straight to my tax preparer.

Skills: Data Entry, Accounting, Finance, Financial Analysis, Bookkeeping, Xero, Data Analysis, Tax Preparation